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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TSA Wealth Management LLC
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| CRD # | 323123 |
| SEC # | 801-126689 |
| CIK # | |
| AUM | $300.5 M (2025-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 713-735-9217 |
| Address | 5718 Westheimer Road Houston, TX 77057 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 61.0 |
| (b) Individuals (high net worth individuals) | 113 | 230.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.3 |
| (h) Charitable organizations | 0 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 300.5 |
| By Discretionary | ||
| Discretionary | 658 | 300.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 658 | 300.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 300.0 | |
| Total | 658 | 300.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaufman Rossin Wealth LLC
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|
FL | 0.3 |
|
Diversified Financial Management Associates Inc
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|
MA | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |
|
May Barnhard Investments LLC
✚
|
MD | 0.3 |
|
Navigate Financial LLC
✚
|
UT | 0.3 |
|
Wealth Advisors Northwest LLC
✚
|
OR | 0.3 |
|
Oneamerica Securities Inc
✚
|
IN | 0.3 |
|
Cloud Investments LLC
✚
|
AL | 0.3 |
|
Parkview US LLC
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|
NY | 0.3 |
|
Fluent Financial LLC
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|
TX | 0.3 |